In this article you will learn how to build the rules that support a gift card program. Gift cards are a great way to increase customer retention and loyalty. Offering gift cards as a reward for a contest or making them available for purchase during the holidays is also very popular to drive business.

Before You Start

For this use case, the residual value remains on the gift card after purchase and will be available for later transactions.

A gift card is normally charged with a fixed value that customers can redeem for transactions in the form of a discount. If the value of the transaction exceeds the value of the voucher card, the customer must pay the difference with another payment method.

If the value of the gift card exceeds that of the transaction, a residual value remains on the card, which can be redeemed in a later transaction.‚Äč

To successfully set up this campaign you must have:
  • A Coupon Attribute of type number with a name like 'Gift Card Value' to store the value of the gift card. Learn how to create custom attributes here.
  • An integration with Talon.One to accept coupon codes in your checkout process.
 

Step 1. Create a Campaign

Create a campaign for your gift card scenario, don't forget to activate 'Coupons' in the campaign creation. Read more about how to create a campaign here.  

Step 2. Add Rules

For this program, you will need to create four rules in total: two rules to check the gift card redemption and two rules to show the discount that will be given. These rules help distinguish between two important scenarios: when the session total is greater than the gift card value, and when the session total is less than the gift card value. 
 

Rule 1. Gift card redemption (when gift card value is LOWER than session total)

Add the following conditions and effects to build the first rule that checks if the amount a customer wants to spend is greater than the gift card value. See also screenshot below: 

Add conditions:
  • Coupon code is valid
  • Gift Card Value is not equal to 0
  • Session Total is greater than or equal to Gift Card Value
  • A System Event occurs: "Customer Session Closing"
Add effects: 
  • Select "Set a discount" with the "Gift Cart Value" attribute as the discount value
  • Update a value "Gift Card Value" and set to value 0

 

Rule 2. Gift card redemption (when gift card value is HIGHER than session total)

Add the following conditions and effects to build the second rule that checks if the amount a customer wants to spend is less than the gift card value. See screenshot:

 
 

Rule 3. Show Gift Card Discount (when gift card value is lower than session total)

Add the following conditions and effects to build the third rule that shows the discount given by the gift card. See screenshot:


 

Rule 4. Show Gift Card Discount (when gift card value is HIGHER than session total)

Add the following conditions and effects to build the third rule that shows the discount given by the gift card. See screenshot: 

 

Step 3. Create Code

The last step is to create your gift cards as coupon codes now and place the actual value of the gift card in the field 'Gift Card Value'. Don't forget to set the redemption limit for the gift card codes to unlimited so your customers can use it with the updated value again.

 

Once you have created the rules for your Gift Card Campaign, set the schedule and necessary settings, don't forget to activate your campaign.